IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.1M
3
+$7.31M
4
AMZN icon
Amazon
AMZN
+$7.13M
5
IYR icon
iShares US Real Estate ETF
IYR
+$6.58M

Top Sells

1
+$13.1M
2
+$6.33M
3
+$6.16M
4
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$4.36M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.17M

Sector Composition

1 Technology 10.92%
2 Financials 4.71%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4301
$42 ﹤0.01%
+4
4302
$42 ﹤0.01%
+9
4303
$42 ﹤0.01%
+2
4304
– –
0
4305
– –
0
4306
$42 ﹤0.01%
+25
4307
– –
0
4308
$42 ﹤0.01%
+6
4309
$42 ﹤0.01%
+1
4310
– –
0
4311
$41 ﹤0.01%
+1
4312
– –
0
4313
$41 ﹤0.01%
23
4314
$40 ﹤0.01%
+5
4315
$40 ﹤0.01%
+4
4316
$40 ﹤0.01%
+1
4317
– –
0
4318
$40 ﹤0.01%
+2
4319
– –
-800
4320
$39 ﹤0.01%
+6
4321
$39 ﹤0.01%
+2
4322
– –
0
4323
$38 ﹤0.01%
+4
4324
$38 ﹤0.01%
+6
4325
$38 ﹤0.01%
2
171 172
173
174 175